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A Skill saves instructions and selected tools so your team can reuse a consistent approach to a customer task. For example, a renewal review Skill can ask Quivly to gather account evidence, identify risks, and produce a brief with sources and open questions. Manage Skills under Configuration → Skills. Search the library or filter by All statuses, Published, or Draft to find the Skill you need. Each Skill has an editable draft and, once published, an active version. You can keep improving the draft while the published version remains available to use.

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Create a Skill

Select + Skill in the library, then choose how to start: Templates cover work such as sales handoffs, QBR preparation, onboarding, renewal reviews, and churn save plans. Customize the draft for your team’s process before publishing it. Creating a draft does not make it available to run. Complete its instructions, choose tools, and publish it when ready.

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Write the instructions

Describe the task clearly enough that someone else on your team could use the Skill with a different customer. Include:
  • The customer, company, or other inputs the user should provide.
  • The evidence to gather and the questions to answer.
  • The structure and level of detail of the output.
  • How to handle missing information and which claims need sources.
For example, a renewal review Skill could use these instructions:
Use the Skills Agent in the editor to help draft or refine the instructions. Review its proposed changes and accept or discard suggestions before saving or publishing. Skill names can contain up to 64 characters, and instructions up to 50,000 characters. Use a short, recognizable name so teammates can find it in the Skill picker.

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Choose tools

Tools provide the information the Skill needs. In the editor’s Tools panel, search for a group or app, open its details, and turn on individual tools or the whole group. Available choices include Quivly customer data, connected apps, external MCP tools, and built-in company and people research. The list depends on the connections and tools available to your workspace.
1

Start with the evidence your task needs

For a renewal brief, choose tools for customer information, revenue, health, usage, conversations, and support as needed. Select tools that answer the questions in your instructions.
2

Review suggested tools

After writing the instructions, select Suggest tools to get recommendations. Review and accept the recommendations you want; requesting suggestions does not change your selection automatically.
3

Check connected apps and research tools

If the task needs information from another app, check that the relevant connection is available. For public company profiles, stakeholder discovery, hiring, and technology research, use Company and people research. See Quivly Enrichment for examples.
Selected tools affect execution differently depending on where the Skill is used. Workflow Skill steps and Plays use the configured tool selection; only tools supported for that step can run. Ask Quivly, notebooks, and Meeting Prep use the Skill’s instructions with their broader available research tools. Selecting a Skill does not grant access to disconnected apps or authorize a proposed action.

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Save and publish

Use Save draft to keep your edits without changing the version teammates use. Saving a draft is useful while you are still refining instructions or reviewing tool choices.
1

Review the draft

Check the instructions and selected tools. Publishing requires instructions and at least one tool. Resolve pending AI suggestions first.
2

Publish the first version

Select Publish. Quivly saves any unsaved edits before opening the publication confirmation. Add an optional change note and confirm publication.
3

Publish later changes

Edit the Skill’s draft, then select Update and confirm when you want the new version to become active. The previous published version remains active until the update is published.
Publishing saves a version snapshot that you can inspect in version history. Each published Skill has a slash command, such as /renewal-review, for use in Ask Quivly. Command names must be unique in your workspace. If the draft matches the published version, Update is disabled because there is nothing new to publish. Use the editor’s reset control to discard unsaved changes when needed.

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Versions, duplication, and deletion

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Review or restore a version

Open Version history in the editor to see published versions and their change notes. Expand a version to review changes to its instructions, tools, name, description, or command. To reuse an earlier version, select its restore control and confirm. Restore copies that version’s instructions and tools into the current draft and replaces unsaved edits. Review the restored draft, then select Update to make it active. Restoring alone does not change the published version.

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Duplicate a Skill

Open Skill Settings and choose Duplicate to create a separate draft from the Skill’s latest saved content. Save any edits you want to keep before duplicating. The copy has its own publishing history and does not inherit the original slash command. Give it a suitable name, review its instructions and tools, and publish it separately.

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Delete a Skill

In Skill Settings, select Delete and confirm. The Skill and all its versions are removed from use, and it can no longer be invoked. Check any workflows or other configurations that depend on it before deleting it.

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Where Skills are used

AI fields keep a copy of the instructions and tools loaded during setup. Publishing a newer Skill version does not automatically update that field’s copy. Meeting Prep can use a general brief when no suitable Skill is selected or Skill-based preparation cannot complete. Calendar setup, eligible meetings, and delivery options are explained in Communications.

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Troubleshooting

Add instructions and select at least one tool. Accept or discard pending AI suggestions, then try again. If a command name is already in use, choose a different one in Skill Settings. If publication reports an unavailable or invalid tool, review the selected tools, restore the required connection where appropriate, or remove and replace the tool.
A previously selected tool is no longer available. Quivly keeps the selection so you can review it. Read the explanation beside the tool, then restore its availability or select Remove and choose a suitable alternative. Adjust the instructions if the task can no longer retrieve the same information.
Your saved choices are kept. Select Retry to load the list again. A loading error does not mean the Skill’s tool selection has been cleared.
Check whether you saved a draft without publishing it. Select Update and confirm to activate the revised version. If you copied the Skill into an AI field, update the field’s own instructions and tools as well.
Skill selection provides instructions and research configuration. Action proposals, approvals, and execution depend on the feature where the Skill runs. Review proposed changes through that feature’s action flow; a selected Skill alone does not approve them.
Yes. Review and adapt its draft in the editor, including its tool selection, before publishing. See Import Skills from GitHub for source refresh behavior and Skill format for repository authoring.